WIM INVESTMENT MANAGEMENT Ltd — 13F holdings

WIM INVESTMENT MANAGEMENT Ltd reported 26 holdings worth $305M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. TSLA TESLA INC — $102M (33.5%)
2. META META PLATFORMS INC — $44.2M (14.5%)
3. UBER UBER TECHNOLOGIES INC — $20.6M (6.8%)
4. ITUB ITAU UNIBANCO HLDG S A — $19.6M (6.4%)
5. FIGR FIGURE TECHNOLOGY SOLUTIO — $17.0M (5.6%)
6. NET CLOUDFLARE INC — $16.2M (5.3%)
7. COIN COINBASE GLOBAL INC — $15.2M (5.0%)
8. TCOM TRIP COM GROUP LTD — $10.3M (3.4%)
9. INTR INTER & CO INC — $10.1M (3.3%)
10. NVDA NVIDIA CORPORATION — $9.97M (3.3%)